Global Listing Accelerator
Firm details
- Headquarters
- New York, New York
- CRD number
- 327603
- Registered since
- September 7, 2023
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Corporations / Businesses59.26%
- Investment Companies40.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Global Listing Accelerator is a limited liability company registered with the SEC in 2023 and owned by an individual. The firm serves an institutional client base while also providing advisory services to individuals, small businesses, and institutions. It operates as a broker-dealer and as a registered representative of a broker-dealer, generating fees both as a percentage of AUM and via commissions. Advisory offerings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars and workshops. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities18%
- Derivatives11%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- US Government Bonds9%
Contacts
1 of 1Lei Gao
CCOCRD 7787885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 15 W 38th St
- Time zone
- ET (UTC-5)
- Office locations
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